Peak American Financial Group - Plano (TX)

5 /5 Nathan Duncan: Crystal is great at what she does. I had the opportunity to get a few questioned answered and some sound feedback provided. She was patient, understanding and more than willing to answer any and all of my questions. Peak American Financial Group, you have a good one on your hands. Thank again Crystal!

5 /5 Julie Ann: Exceptional Financial Guidance and Service Ive been working with Gil Garcia for the past year and couldnt be more impressed with their professionalism and expertise. From day one, he took the time to understand my financial goals and created a comprehensive plan tailored to my specific needs. What sets Peak Financial apart is their clear communication and educational approach. They dont just manage your finances – they help you understand the decisions being made and why. Gil Garcia is incredibly knowledgeable, responsive to questions, and always makes me feel like a valued client rather than just another account. Their investment strategies have been solid, and I appreciate their transparent fee structure with no hidden surprises. The online portal makes it easy to track progress, and their regular check-ins ensure my financial plan stays aligned with my evolving goals. I highly recommend Gil Garcia at Peak Financial to anyone looking for trustworthy, competent financial planning services. Theyve given me confidence in my financial future and peace of mind knowing Im in capable hands.

5 /5 Yvette Moeskau: Working with Mr. Gil Garcia has been an outstanding experience from start to finish. I highly recommend Mr. Gil Garcia to anyone seeking a knowledgeable and trustworthy financial advisor. Truly 5 Stars!! Thank you Gil :-)

5 /5 Mary Hart: Trustworthy Team with Crystal Clear Communication I cant say enough good things about Gil Garcia Peak Financial! What impressed me most was how thorough his reviews were and how he made everything so easy for me to understand. As someone who isnt naturally numbers-savvy, I was worried about feeling lost or pressured, but that couldnt have been further from the truth. Gil Garcia took the time to walk me through every aspect of my financial situation in plain English. No confusing jargon or rushing through important details. Each quarterly review was comprehensive yet digestible, and they always made sure I understood exactly what was happening with my investments before moving forward. The trust factor is huge for me, and Peak Financial has earned it completely. Theyre transparent about fees, honest about market conditions, and always put my best interests first. I never felt like they were trying to sell me something I didnt need. Their patience in answering my questions (sometimes the same ones multiple times!) and their genuine care for my financial wellbeing really sets them apart. I finally feel confident about my financial future thanks to their guidance. Highly recommend Gil Garcia at Peak Financial to anyone looking for financial advisors who truly care and communicate clearly!

5 /5 SJ Protective Styles: Crystal is incredibly knowledgeable and makes financial planning fun. She explains complex concepts with wit and humor, turning what could be stressful into something enjoyable and easy to understand. Highly recommend her for anyone seeking smart, approachable financial guidance!